Hirtle Callaghan, acting as the Chief Investment Office for clients, allocates capital to asset classes, investment strategies, and independent specialist managers to maximize potential return within client-defined risk tolerances. The firm's CIO Solution includes planning, implementation, supervision, and reporting. Hirtle Callaghan primarily utilizes pooled investment vehicles and Separately Managed Accounts to access specialist managers. The firm also offers interests in certain private equity funds to persons that are not advisory clients.
Assets Under Management$21B
Clients1,759
Advisors40
Avg. per Client$12M
Avg. per Advisor$520M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
CIO Solution Fees may be negotiated based on factors deemed relevant by Hirtle Callaghan.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
40 Advisors at this firm
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